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NVIDIA News 14 July 2025 - 4 September 2025

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years has been nothing short of historic. Buoyed by insatiable demand for AI technology, NVIDIA became the fastest-growing large-cap stock and saw its market capitalization breach the trillion-dollar threshold in 2023. Now, in late 2025, it has gone even further –
4 September 2025
AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

Key Facts AI Mega-Caps: Hype vs. Reality in Late-August Markets The final days of August saw a tug-of-war between AI-fueled optimism and growing caution among the market’s most valuable tech companies. Nowhere was this more evident than with Nvidia, the poster child of the AI boom. The GPU giant reported another quarter of blowout earnings, far exceeding analyst expectations. Demand for its AI chips (like the coveted H100) has been so overwhelming that CEO Jensen Huang likened the current AI build-out to “a new industrial revolution” with customers “buying everything [we have] – the buzz is: everything sold out” reuters.com
AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. equity markets stumbled into the weekend, led by a pullback in AI-focused stocks. On Friday, Aug. 29, the Nasdaq Composite sank about 1.2% and the S&P 500 fell 0.6%, snapping a streak of gains as traders locked in profits on this year’s AI-fueled winners ts2.tech ts2.tech. The sell-off was broad-based: Nvidia slid 3.4% Friday (its third down day in a row), Tesla and Broadcom dropped over 3%, and even mega-caps like Meta, Amazon, Microsoft, and Alphabet gave back 1–2% ts2.tech. High-flying tech names had risen to records
31 August 2025
Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Overview: A New Generation of GeForce GPUs Nvidia’s GeForce RTX 50-series represents a major generational leap in consumer GPUs, blending unprecedented raw performance with AI-driven features. Officially unveiled by CEO Jensen Huang during the CES 2025 keynote, the RTX 50 line is built on the new “Blackwell” architecture – named after mathematician David Blackwell – and succeeds the RTX 40-series (Ada Lovelace) after roughly two years theverge.com digitaltrends.com. The launch introduced four desktop cards initially (RTX 5090, 5080, 5070 Ti, 5070) with additional models following in the subsequent months theverge.com digitaltrends.com. Nvidia also rolled out RTX 50-series mobile GPUs for
26 August 2025
AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

Nvidia launched the Jetson AGX Thor on August 25, 2025, a $3,499 developer kit marketed as a ‘humanoid robot brain’ with 128GB memory and 7.5x higher AI compute than the Orin, used by Amazon Robotics, Boston Dynamics, Caterpillar, Medtronic and Meta. Nvidia shares rose about 1.96% on August 25, 2025 to $181.48, are up over 35% year-to-date, and Nvidia is the world’s most valuable chipmaker at roughly 8% of the S&P 500 by weight. Nvidia will sell Thor T5000 production modules for $2,999 each when customers move from prototyping to deployment. In China, Cambricon Technologies jumped 11.4% to ¥1,384.93, Hygon
26 August 2025
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips & Game-Changing Deals

Nvidia reported Q2 FY2026 revenue around $45 billion, up about 50% year over year, with data-center revenue at a record pace and $26.3 billion in the year-ago quarter. Nvidia’s market capitalization briefly surpassed $4 trillion in mid-2025, underscoring investor enthusiasm for AI leadership. The Blackwell architecture, led by the flagship H200/B100 GPUs, is up to 30× faster than prior generations in some AI workloads, and Nvidia booked about $11 billion in Q4 2024 revenue from Blackwell-based processors. Nvidia unveiled GeForce RTX 50-series GPUs based on Blackwell and DLSS 4 at Gamescom 2025, with over 175 games supporting DLSS 4 and
21 August 2025
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing a China-only AI chip named B30A, based on the Blackwell architecture, designed to outpace the current H20 while complying with U.S. export controls. The B30A will be a single-die design and is expected to deliver roughly half the raw computing power of Nvidia’s dual-die B300 accelerator. The B30A will include high-bandwidth memory (HBM) and NVLink interconnect, matching the H20’s interconnect capabilities. Nvidia hopes to ship sample B30A units to Chinese companies for testing as early as September. Analysts say the B30A could be 30-50% less powerful than Nvidia’s top-end hardware but still faster than the H20 in
19 August 2025
AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

Nvidia reached a $4 trillion market capitalization, becoming the first public company to do so, with its shares closing above the milestone in early July. Nvidia remains near record highs as AI demand powers its chips, while the Nasdaq and S&P 500 posted fresh record closes in mid‑August driven by AI mega‑caps. AMD’s data-center chip revenue rose 14% but fell short of expectations, triggering a more than 5% drop in its stock. Super Micro Computer fell 18% after guiding lower results, as investors perceived a loss of AI server share to larger rivals. Ray Dalio’s Bridgewater more than doubled its
18 August 2025
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NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 features 180 GB of HBM3e memory per GPU with up to 8 TB/s bandwidth, 18 PFLOPS FP4 tensor throughput, 9 PFLOPS FP8, and 4.5 PFLOPS FP16, plus a second-generation Transformer Engine. NVIDIA claims DGX B200 delivers about 3× the training performance and 15× the inference performance of DGX H100 in end-to-end workflows. Google’s TPU v6e, codenamed Trillium, delivers 918 TFLOPS BF16 per chip, 1.836 PFLOPS INT8, 32 GB of HBM per chip, and 1.6 TB/s bandwidth per chip, with a 256-chip pod delivering about 234.9 PFLOPS BF16. AMD Instinct MI350X/MI355X offer 288 GB of HBM3e, up to
5 August 2025
GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

The GeForce RTX 4090 is the fastest gaming GPU in mid-2025, featuring 24 GB of GDDR6X, 3rd-gen RT cores, 4th-gen Tensor cores, and launched at $1,599 in 2022–2023. NVIDIA released the RTX 5090 in early 2025 as a halo card, but its supply is so limited that the RTX 4090 remains the practical top-end for most buyers. AMD’s Radeon RX 7900 XTX uses a chiplet RDNA3 design, includes 24 GB of GDDR6 memory, carries about 355 W board power, and is priced at $999. The RX 7900 XTX often trades blows with the RTX 4080, sometimes outperforming the 4080 in
21 July 2025
NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

On July 11, 2025, Nvidia closed above a $4 trillion market cap, the first company ever to do so. On July 14, 2025, Nvidia closed at $164.07, down 0.5%, after trading between $162.02 and $165.49 intraday. Nvidia was up about 22% year-to-date and 27% year-over-year as of July 14–15, 2025. On July 15, 2025, Nvidia surged over 5% in pre-market trading to around $172 after news the U.S. would allow export licenses for its H20 AI GPUs to China. At a $4 trillion valuation, Nvidia accounts for roughly 7.5% of the entire S&P 500 by itself. Nvidia unveiled a China-tailored
15 July 2025
Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia briefly reached a $4 trillion market value in July 2025, with shares peaking at $164.42 on July 9 and closing that day at about a $3.97 trillion market cap. Nvidia guided about $45 billion in quarterly revenue for Q2 FY2026 (the quarter ending July). Nvidia unveiled the GeForce RTX 5050 desktop GPU with the Blackwell architecture, 2,560 CUDA cores and 8GB GDDR6, starting at $249 and delivering roughly 60% higher traditional graphics performance and up to 4× faster ray tracing with DLSS 4 AI upscaling. GeForce RTX 5050 Laptop GPUs began shipping in early July, with notebooks starting at
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